View All (43) Articles Filed Under:  Legacy

4 Questions on Leaving an Inheritance

For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4 Things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! When I sit down with families who are preparing estate plans, the hardest question they  »  Read More

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4 Questions on Shaping My View of Money

For the next several weeks, I’m writing a series of blogs on “4”: 4 Questions, 4 Things, etc. Read the entire series. It’s a way of offering concise commentary. Hope you enjoy this series of “4”! Throughout every person’s life, whether we choose to acknowledge it or not, there are  »  Read More

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How One Man’s Life Drastically Affects Generations

In Jimmy Stewart’s It’s a Wonderful Life, we are offered a poignant yet comic story of the premise: if I’d never been born, what difference would it make? While the movie is touching, the reality is that we tend to give little credence to that question. Indeed, it would be truly wonderful if  »  Read More

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